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AI agent for revenue operations managers

Dormant Deal Evidence Refresh Agent

A forecast that reflects real buyer evidence.

Quality controlSalesOperations
See how it worksGet access
Dormant Deal Evidence Refresh Agent: what goes in, what the agent does and what you get

What it does

Sales forecasts carry stale deals that have had no real buyer activity for weeks, so the numbers look better than they are. This agent runs a weekly review. For every open deal, it checks whether the prerequisites for its current stage have recent evidence from actual interactions, such as a meeting held, a reply received or a document shared by the buyer. Email opens and automated clicks do not count. Deals without recent real activity go into an owner review with the missing questions and a draft next step. After the owner confirms or changes the status, the agent updates the review record. It never moves deals or changes forecast numbers on its own. Edge case: a deal paused at the buyer's request is marked as paused with a date, not stale.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Weekly review 2 USES A TOOL List open deals and their stages 3 USES A TOOL Check stage evidence per deal 4 CHECKS THE RESULT Is there recent real buyer interaction? If not: prepare an owner review with questions and anext step. Back to step 3. 5 YOU APPROVE Deal owner confirms status 6 DOES Update the review status 7 RESULT Opportunity evidence review
Read the steps as a list
  1. Weekly review
  2. List open deals and their stages
  3. Check stage evidence per deal
  4. Is there recent real buyer interaction?If not: prepare an owner review with questions and a next step. Back to step 3.
  5. Deal owner confirms statusThe agent waits here for your OK.
  6. Update the review status
  7. Opportunity evidence review

How it decides

It ranks deals by inactivity and missing prerequisites.

  • Email opens and automated clicks are not activity.
  • Paused deals need a buyer-set date.
  • Only the owner changes a deal's stage.
  • Each review lists the missing stage evidence.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Days without real activity before review (default 21)
  • What counts as real activity per stage
  • Run day and time (default: Monday 7 am)
  • Format of the owner review
  • Whether managers get a summary (default yes)

What keeps you in control

It always asks you first

  • Buyer outreach
  • Forecast changes
  • Closing lost

Hard limits

  • No forecast changes.

It stops when

  • Done: reviews complete.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the Monday review on November 4, the agent checks 58 open deals. Deal 'Northfield renewal' sits in the negotiation stage, but its only signal in 6 weeks is an automated email open. The check fails, so it drafts an owner review asking whether pricing was ever sent. The owner confirms the deal is stalled and moves it back to discovery.

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